+20.8%
AMC vs WEC
+6.8%
+14.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +1.0% |
| 7D | +2.6% | -0.2% | +2.8% | +2.4% |
| 30D | +9.0% | +12.3% | -3.3% | +16.2% |
| 3M | +22.2% | +8.3% | +13.9% | +27.0% |
| 6M | +91.5% | +3.5% | +88.0% | +95.9% |
| YTD | +101.3% | +12.7% | +88.6% | +115.2% |
| 1Y | +20.8% | +8.2% | +12.6% | +29.5% |
| All | +20.8% | +6.8% | +14.0% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling